LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$18.7M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$13.7M
5
MDLA
Medallia, Inc.
MDLA
+$6.24M

Top Sells

1
+$9.08M
2
+$3.68M
3
+$2.28M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.74M
5
EXPE icon
Expedia Group
EXPE
+$1.26M

Sector Composition

1 Technology 20.97%
2 Financials 12%
3 Healthcare 11.1%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$392K 0.02%
+6,308
602
$392K 0.02%
2,784
+1,015
603
$390K 0.02%
3,534
+71
604
$390K 0.02%
8,168
-1,436
605
$389K 0.02%
+6,000
606
$389K 0.02%
6,117
607
$385K 0.02%
26,427
+2,285
608
$383K 0.02%
3,015
+1,093
609
$382K 0.02%
1,635
+72
610
$380K 0.02%
6,260
-240
611
$379K 0.02%
+5,434
612
$378K 0.02%
+25,750
613
$378K 0.02%
21,269
+822
614
$378K 0.02%
24,639
-295
615
$378K 0.02%
1,658
-141
616
$377K 0.02%
+6,612
617
$375K 0.02%
10,433
618
$375K 0.02%
+3,328
619
$375K 0.02%
+15,000
620
$375K 0.02%
+40,000
621
$374K 0.02%
19,508
+216
622
$374K 0.02%
6,407
+820
623
$373K 0.02%
3,896
+641
624
$372K 0.02%
8,558
-65
625
$371K 0.02%
+3,050
23 24
25
26 27